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Nasdaq - Delayed Quote USD

Gator Capital L/S Fd (COAGX)

48.95
+0.30
+(0.62%)
At close: 4:58:26 PM EDT
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  • Previous Close 48.65
  • YTD Return 3.50%
  • Expense Ratio 3.08%
  • Category Long-Short Equity
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 53.04M
  • Beta (5Y Monthly) 0.78
  • Yield 0.78%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.41
  • Inception Date Aug 24, 1992

The fund's principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk (the risk of broad market declines), while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30% and 100% of its net assets in common stocks and ETFs, and between 0% and 30% in cash, money market investments or fixed income securities. It may invest in companies of any size.

Caldwell & Orkin

Fund Family

Long-Short Equity

Fund Category

53.04M

Net Assets

1992-08-24

Inception Date

More about Gator Capital L/S Fd

Performance Overview: COAGX

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Trailing returns as of 3/28/2025. Category is Long-Short Equity.

YTD Return

COAGX
3.50%
Category
9.18%
 

1-Year Return

COAGX
30.84%
Category
22.90%
 

3-Year Return

COAGX
18.54%
Category
7.45%
 

5-Year Return

COAGX
23.79%
Category
7.00%
 

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Holdings: COAGX

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Sector Weightings

SectorCOAGX
Financial Services   85.20%
Technology   4.10%
Communication Services   2.80%
Industrials   2.33%
Real Estate   2.13%
Basic Materials   1.85%
Healthcare   0.97%
Consumer Cyclical   0.63%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: COAGX

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Research Reports: COAGX

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